Skip to content
Disclosery

BSCV INVESCO EXCH TRD SLF IDX FD

Follow

ETF (fund)

152 managers (154 13F filers) reported a position in BSCV shares at 2025-06-30, 50,743,612 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
152
13F filers
154
New
18
Added
91
Reduced
25
Sold out
7
Shares held by filers
50,743,612

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC9,159,336$151M1.5%+1,565,84513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,468,469$57.3M0.02%+124,39713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,920,697$48.3M<0.01%+216,33713F-HRTimelineGroup
LPL Financial LLC2,597,465$42.9M0.01%+766,03113F-HRTimeline
Avior Wealth Management, LLC2,557,892$42.3M1.46%+118,70813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,062,293$34.1M3.11%+1,026,13213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,814,358$30M0.01%+389,22613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,720,974$28.4M0.01%+220,40813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,658,455$27.4M0.63%+132,58313F-HRTimelineGroup
Capital Investment Counsel, LLC1,231,957$20.4M3.16%-16,76413F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …1,092,697$18.1M1.09%-117,82513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,088,844$18M<0.01%+62,34813F-HRTimelineGroup
Headland Capital, LLC1,037,817$17.2M5.18%+41,08813F-HR/ATimeline
MONECO ADVISORS, LLC1,037,074$17.1M1.6%+175,92813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,014,341$16.8M<0.01%+127,77613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/862,490$14.3M<0.01%+51,37413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.854,762$14.1M0.02%+62,14913F-HRTimelineGroup
AMJ Financial Wealth Management603,837$9.98M2.53%+6,20213F-HRTimeline
COOKSON PEIRCE & CO INC602,950$9.97M0.44%+5,31213F-HRTimeline
Janney Montgomery Scott LLC589,776$9.75M0.03%+60,41313F-HRTimeline
Sanctuary Advisors, LLC574,681$9.5M0.06%+158,94513F-HRTimeline
AA Financial Advisors, LLC531,095$8.78M1.89%+68,71913F-HRTimeline
Kaye Capital Management518,421$8.57M3.3%-95,91113F-HRTimeline
Modern Wealth Management, LLC518,421$8.57M0.21%new13F-HR/ATimeline
Clark Asset Management, LLC472,144$7.8M1.06%+90,85713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.416,568$6.89M0.01%+21,75113F-HR/ATimelineGroup
Waycross Investment Management Co396,930$6.56M6.82%-6,13213F-HRTimeline
Marietta Wealth Management, LLC389,625$6.44M0.84%+5,99413F-HRTimeline
MAI Capital Management366,505$6.06M0.04%+56,14713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC365,231$6.04M<0.01%+31,58613F-HRTimelineGroup
Asset Dedication, LLC360,661$5.96M0.43%+24,11913F-HRTimeline
MML INVESTORS SERVICES, LLC306,276$5.06M0.01%+22,79713F-HRTimeline
Goepper Burkhardt LLC305,600$5.05M1.86%+157,50013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP305,772$5.04M<0.01%+64,68813F-HRTimelineGroup
Addison Advisors LLC297,073$4.91M1.23%+15,90013F-HRTimeline
BCS Wealth Management290,810$4.81M1.03%+21,60113F-HRTimeline
Atria Investments, Inc288,173$4.76M0.06%-90,99413F-HRTimeline
Vishria Bird Financial Group, LLC282,516$4.67M1.55%-3,25013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO261,471$4.32M<0.01%+259,19813F-HRTimelineGroup
Exchange Capital Management, Inc.188,958$3.12M0.47%-5,02213F-HRTimeline
Straight Path Wealth Management185,678$3.07M1.04%+52,22313F-HRTimeline
Empirical Financial Services, LLC d.b.a…184,988$3.06M0.07%+9,55813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…173,941$2.88M0.04%-45813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding172,607$2.85M+19,772Timeline
Legacy CG, LLC156,677$2.59M0.77%-1,68613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,132$2.57M<0.01%+6,61013F-HRTimeline
Infinity Wealth Counsel, LLC153,435$2.54M2.56%+6,65013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC152,261$2.52M0.2%+8,73013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding149,751$2.48M+12,637Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co145,047$2.4M0.15%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC142,438$2.35M<0.01%+15,81013F-HRTimelineGroup
Opulen Financial Group LLC136,106$2.25M1.85%+4,87413F-HRTimeline
Farnam Financial LLC135,393$2.24M2.01%+29,91813F-HRTimeline
Wilkins Miller Wealth Management, LLC131,339$2.17M1.48%+21,38913F-HRTimeline
HUB Investment Partners, LLC121,536$2.01M0.07%+5,31413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,262$1.95M<0.01%+19,42813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.107,039$1.77M0.01%+4,60113F-HRTimelineGroup
Ellevest, Inc.100,843$1.67M0.27%+1,98713F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC96,848$1.6M0.18%-8,39213F-HRTimeline
FLOW TRADERS U.S. LLC95,558$1.58M0.06%new13F-HRTimeline
DAVIS R M INC89,989$1.49M0.03%+17,17113F-HRTimeline
Ledgewood Wealth Advisors, LLC89,531$1.48M0.93%+86013F-HRTimeline
&PARTNERS86,788$1.43M0.01%+50,46513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH86,142$1.42M0.4%+1,05213F-HRTimeline
J.W. COLE ADVISORS, INC.84,528$1.4M0.03%+63613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC80,578$1.33M0.01%+41,00013F-HRTimelineGroup
Horizons Wealth Management80,143$1.32M0.96%+4,72513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC77,549$1.28M0.38%+3,12113F-HRTimeline
NewEdge Advisors, LLC75,229$1.24M0.01%+9,71513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,600$1.22M<0.01%-27,10713F-HRTimeline
River Wealth Advisors LLC72,687$1.2M0.15%+17313F-HRTimeline
Independence Bank of Kentucky68,340$1.13M0.16%+2,74313F-HRTimeline
Cambridge Investment Research Advisors,…66,875$1.1M<0.01%-3,21713F-HRTimeline
TLWM63,041$1.04M0.2%-9,58913F-HRTimeline
Carnegie Investment Counsel61,376$1.01M0.02%+3,13913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS61,286$1.01M<0.01%+11,38913F-HRTimeline
VestGen Advisors, LLC50,546$841K0.03%+22,03713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.48,255$798K<0.01%-61213F-HRTimeline
FCA CORP /TX44,086$729K0.22%+1,02013F-HRTimeline
Foundations Investment Advisors, LLC39,935$660K0.01%new13F-HRTimeline
Cetera Investment Advisers39,268$649K<0.01%+13,84513F-HRTimeline
Coordinated Financial Services, Inc.37,973$628K0.43%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC37,231$615K0.07%+5313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,181$598K<0.01%+2,46613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,161$581K<0.01%+20,21713F-HRTimelineGroup
Geneos Wealth Management Inc.34,743$574K0.01%-11,02713F-HRTimeline
COMERICA BANK33,659$556K<0.01%013F-HRTimeline
Allen Capital Group, LLC33,298$550K0.06%+2,60213F-HRTimeline
SFE Investment Counsel33,195$549K0.1%new13F-HRTimeline
Quartz Partners, LLC32,545$538K0.25%013F-HRTimeline
EVERPAR ADVISORS LLC30,425$503K0.23%+13,38913F-HRTimeline
Redmond Asset Management, LLC29,165$482K0.11%+1,61613F-HRTimeline
HANOVER ADVISORS INC27,255$451K0.18%+3,00913F-HRTimeline
SAX WEALTH ADVISORS, LLC25,304$418K0.03%+2,06213F-HRTimeline
Redhawk Wealth Advisors, Inc.24,586$406K0.05%-76913F-HRTimeline
Oliver Luxxe Assets LLC23,549$389K0.07%+5,09913F-HRTimeline
Sterling Financial Group, Inc.23,347$386K0.13%-1,33013F-HRTimeline
Integrated Wealth Concepts LLC23,272$385K<0.01%+25513F-HRTimeline
Ironwood Financial, llc23,385$381K0.08%013F-HRTimeline
EASTERN BANK22,373$370K0.01%-92,47713F-HRTimeline
Waverly Advisors, LLC21,403$354K<0.01%+79713F-HRTimeline
Segment Wealth Management, LLC20,420$338K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC20,130$333K0.05%013F-HRTimeline
Hobbs Group Advisors, LLC18,893$312K0.11%new13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…18,484$304K0.12%-30,80713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,037$298K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.17,634$291K0.09%+9,23913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,568$290K<0.01%new13F-HRTimelineGroup
Capital Investment Advisors, LLC17,511$289K0.01%+2813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV16,946$280K<0.01%-51713F-HRTimeline
ETF Store, Inc.16,800$278K0.32%+50713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC16,162$267K0.01%+1,66113F-HRTimelineGroup
Heritage Trust Co16,061$265K0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.15,781$261K0.01%+19213F-HRTimeline
Cherry Tree Wealth Management, LLC15,366$254K0.06%013F-HRTimeline
Compound Planning, Inc.14,942$247K0.01%+4,88213F-HRTimeline
Gladstone Institutional Advisory LLC14,420$238K0.01%+36113F-HRTimeline
Freedom Investment Management, Inc.13,856$229K0.02%+8513F-HRTimeline
Clearstead Advisors, LLC13,439$222K<0.01%+53113F-HRTimeline
First Command Advisory Services, Inc.13,189$218K<0.01%+1,53713F-HRTimeline
Dynamic Advisor Solutions LLC13,186$218K0.01%+16113F-HRTimeline
Redwood Financial Network Corp12,883$213K0.14%+1,19713F-HRTimeline
YANKCOM Partnership12,619$209K0.1%013F-HRTimeline
Milestones Private Investment Advisors …12,425$205K0.15%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,068$199K<0.01%-4913F-HRTimelineGroup
Darden Wealth Group Inc12,000$198K0.12%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC11,470$190K0.06%new13F-HRTimeline
Bill Few Associates, Inc.10,600$175K0.05%new13F-HRTimeline
Key Financial Inc10,249$169K0.03%+5,67913F-HRTimeline
Yoder Wealth Management, Inc.10,100$167K0.09%013F-HRTimeline
Larson Financial Group LLC6,617$109K<0.01%-2,28213F-HRTimeline
IFP Advisors, Inc6,240$103K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC6,233$103K<0.01%013F-HRTimeline
Marquette Asset Management, LLC5,351$88.5K0.01%013F-HRTimeline
SJS Investment Consulting Inc.4,007$66.2K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,882$64.2K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC3,254$53.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,011$49.8K<0.01%+3713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,603$43K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,420$40K<0.01%-802,82313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,389$39.5K<0.01%new13F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC2,198$36.3K<0.01%013F-HRTimeline
Allworth Financial LP1,575$26K<0.01%+4113F-HRTimeline
Smithfield Trust Co1,289$22K<0.01%-7513F-HRTimeline
AdvisorNet Financial, Inc1,197$19.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC700$11.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC165$3K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp50$827<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC48$793<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC27$438<0.01%-113F-HRTimelineGroup
Sound Income Strategies, LLC1$22<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.